Filed April 30, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $25,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,574 | $89,248+45.2% | $136,007-4.7% | $74,495+73.9% |
| Participation rate | 99.1% | 69.4%+29.7pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 13.03% | 22.76%-9.7pp | 579.32%-566.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,547 | $2,838+60.3% | $4,217+7.8% | $2,623+73.4% |
| Participant deferral / active EE | $5,302 | $4,598+15.3% | $7,025-24.5% | $4,346+22.0% |
| Admin fee / account holder | $312 | $1,545-79.8% | $6,858-95.4% | $1,942-83.9% |